What is the Loyalty Plugin?

The Loyalty plugin is a great feature that allows your users to accumulate points and then redeem these points for specials and incentives that you offer. 

Unlike other “punch card” systems, our Loyalty Plugin works for any type of business because it allows you to set the promotions you want with an associated redemption point value that you feel is appropriate based on profit margin and availability.

What are some use cases of Loyalty Plugin?

The Loyalty plugin can be used for other use cases than just loyalty. Some use cases of this feature include:

Internal Apps
If you’re using your app for employee engagement and communication, you can use this feature to reward them for actions such as:

  • Hitting their goals or quotas
  • Going above and beyond
  • Maintaining or surpassing their Key Performance Indicators

Restaurants/Cafes
This is probably the most common industry to use loyalty programs, most likely due to the plethora of reward tiers that you can have — all the entrees, happy hour specials, drinks, etc. We’ve seen restaurants use the Loyalty Plugin to reward regulars for:

  • Eating there — usually the lowest tier of points
  • Ordering a specific food or drink — great for when you want customers to try a new item
  • Coming on a specific day or at a specific time — helps to drive traffic during slow times of the day to accompany happy hour specials

Retail
Much like restaurants, retail businesses can use the loyalty feature to reward their customers for the same types of activities, only applied to retail products.

Churches / Non-Profits
We have seen churches increase member interaction and engagement by:

  • Children's ministry rewards for memorizing Scripture
  • Attending events
  • Attending Bible studies or classes

What are the Loyalty Plugin’s primary functions and what are the steps to accomplish them?

The Loyalty plugin provides some amazing functionality as described in the introduction, but read on to see what some of the core features are and how to set them up.

How to Add the Loyalty Plugin to Your App

Here are some simple steps get this feature live on your app, but if you’d like more detailed information, we’ve written a dedicated article about how to create and enable Marketplace features.

Step 1: In the left menu, go to “Features”
Step 2: Search the Marketplace
Step 3: Click “Add”, give it a title, and click “Add” again to confirm it

Once you've added it, you can change the feature's icon and title, which will be what your users see when they access it in your app.

Step 4: Once you’ve created your content, you can make your feature accessible by adding it to a Folder plugin, the side menu, or the footer menu.

How to Set Up Your Point Accumulation Settings

With the loyalty feature, you can create custom settings around how many points your users can accumulate. To set this up, fill out the following fields

  • Points per Purchase: Gives extra points for each transaction.
  • Points per Dollar: Credits points for each dollar spent.
  • Daily Limit: A limit on how many points people can accumulate per day.
  • Add Points Passcode: This code will be entered by your employees or staff to verify the points should be applied to this user.

How to Add Rewards

Now that you have added your plugin to your app and set up the way for users to get points, it is time to add some rewards for users to claim.

Step 1: Create an Reward
Click the ‘Add New Reward’ button to add a new item.

Step 2: Add a Title for the Reward
Generally, this would be the item they receive by redeeming their points. 

Step 3: Add a Carousel Image (Optional)
One or more header images can add to the professional look of the app. For the Carousel images specifically, we recommend a 16:9 ratio. If the images is a different ratio the system will center image and have it fill the area, then it will cut off any 'overflow' to have it fit the area correctly.

Step 4: Add the number of points required to redeem the reward.

How to Add the Points to a User’s Account

Step 1: Sign into the app
The Loyalty feature uses our built in user profiles and user data. This means that users will be prompted to login to the app to accumulate points if they are not already logged in.

Step 2: Click the “Get Points” Button
Step 3: Enter the Purchase Amount
Step 4: Enter the Code to Allow Points to be Added

What are some Pro Tips you should know about to take your app to the next level?

Having worked with apps for years, we’ve learned a thing or two. So, to both help your app stand out and accomplish your primary goals, here are some tips you should consider.

Pro Tip 1: Push Notifications
Utilize the Loyalty Plugin with push notifications to drive traffic and response. Remember, you can add new items, change point redemption values, and point accumulation values at any time. For example, let’s say you typically give 50 points per visit and 10 points per dollar spent. Perhaps today you’d like to give 100 points per visit and 20 points per dollar spent between 2PM and 4PM. Simply change the amounts on the Control Panel then use a push notification that goes out an hour before that says “Come in between 2-4PM and get 2x points for your visit and each dollar spent!”

Pro Tip 2: Using Loyalty for Lead Generation
In addition to a loyalty program, your loyalty plugin will also act as a lead generator. This is because in order to accumulate points, your users will need to setup an account. Once they do, you will be able to export their data under User Management.

Pro Tip 3: Using the WYSIWYG
You can use the WYSIWYG to embed images, video, and forms. This means that if you have a barcode or QR code that you would like users to scan to redeem the reward, you can add it in the item’s WYSIWYG. Check out the Using the Text / WYSIWYG Feature tutorial video to get more information and best practices.

What are some related articles?

In addition to this article, we recommend checking out the following related articles so that you have a better insight into how to use the system to its fullest advantage:

Still have questions? No problem! Reach out to us and we’d be happy to help :)

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